FCFieldCall

Paperwork that keeps pace

Finish the job.
Say the rest.

Talk through the work, approve the exact details, and let your assistant prepare the signature and payment steps.

Voice firstExact approvalProvider checkout
FCFieldCall

Worker access

Welcome back

Use the account created for your business.

Recovery path

Create a draft manually

This is a fallback when voice is unavailable. It creates a development draft only.

Client folder

Add a client

This creates the private folder record now. Google Drive sync stays pending until the narrow Drive connection is approved.

Owner + client on speaker

New client onboarding

First tell everyone: “I’m an AI assistant and I’ll turn this conversation into account notes.” Continue only after every participant agrees.

Draft only

Create quote

From approved quote

Create invoice

Dedicated owner confirmation

Assign texted receipt

The amount, merchant, date, category, and tax treatment will remain blank for review.

Receipt expense · owner review

Review expense details

Reviewing this expense does not add it to a customer invoice.